Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$206M
3
+$204M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$118M

Top Sells

1
+$624M
2
+$221M
3
+$70.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$56.3M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$37.6M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.4M 0.02%
27,721
+2,295
377
$3.39M 0.02%
31,848
+1,160
378
$3.33M 0.02%
32,847
-4,609
379
$3.33M 0.02%
11,950
+2,538
380
$3.32M 0.02%
26,377
+3,057
381
$3.32M 0.02%
20,375
+9,021
382
$3.31M 0.02%
30,063
-163
383
$3.3M 0.02%
21,393
+103
384
$3.28M 0.01%
29,437
+27,015
385
$3.28M 0.01%
10,104
+30
386
$3.26M 0.01%
63,363
+12,066
387
$3.25M 0.01%
17,811
+673
388
$3.25M 0.01%
214,569
+76,521
389
$3.23M 0.01%
12,434
+11,008
390
$3.15M 0.01%
401,233
+4,272
391
$3.11M 0.01%
51,544
+5,163
392
$3.1M 0.01%
76,961
+13,447
393
$3.04M 0.01%
20,905
+877
394
$3.02M 0.01%
14,036
-492
395
$3.01M 0.01%
110,404
+12
396
$3M 0.01%
64,780
+11,745
397
$3M 0.01%
8,114
-454
398
$2.99M 0.01%
51,463
+46,342
399
$2.98M 0.01%
324,020
+156
400
$2.98M 0.01%
12,073
-150
14 15
16
17 18